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GoalVest Advisory’s Centrus Energy LEU Stock Holding History

GoalVest Advisory’s Portfolio LEU Stock Details LEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16K Hold
115
– – ﹤0.01% 352
2026
Q2 		$19.3K Hold
115
– – ﹤0.01% 306
2026
Q1 		$20K Hold
115
– – ﹤0.01% 329
2025
Q4 		$27.9K Hold
115
– – 0.01% 303
2025
Q3 		$35.7K Buy
115
+25
+28% +$5.53K 0.01% 245
2025
Q2 		$16.5K Buy
+90
New +$9.61K ﹤0.01% 286

Other funds holding LEU

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

GoalVest Advisory's LEU Position: Q3 2026 in Review

GoalVest Advisory held its Centrus Energy (LEU) position steady in Q3 2026 at 115 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

GoalVest Advisory first reported a position in LEU in Q2 2025 and has held it in 6 quarters since. The position peaked at $35.7K in Q3 2025. 11 funds tracked by Wall St. Rank hold LEU as of Q3 2026.

  • GoalVest Advisory held 115 shares of Centrus Energy worth $16K as of Q3 2026.
  • GoalVest Advisory left its Centrus Energy share count unchanged in Q3 2026.
  • Centrus Energy made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #352 holding.
  • GoalVest Advisory first reported a position in Centrus Energy in Q2 2025 and has held it in 6 quarters since.
  • GoalVest Advisory's Centrus Energy position peaked at $35.7K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Centrus Energy as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.